A quick lookup for everyday actions in the Agent Serve workflow builder. For keyboard shortcuts, see Keyboard Shortcuts .
Mod refers to Cmd on macOS and Ctrl on Windows/Linux.
Action How Preview Create a team space Click the team space switcher at the top of the left rail → New team space Switch team spaces Click the team space switcher → select a team space Invite team members Team space switcher → Invite teammates . Internal invites join the organization; external members get team space access only. Pin a team space Right-click a team space in the switcher → Pin Rename a team space Right-click a team space in the switcher → Rename Upload a logo Right-click a team space in the switcher → Upload logo Delete a team space Right-click a team space in the switcher → Delete
Action How Preview Create a workflow Click + next to Workflows in the sidebar, or Mod+Shift+P Reorder / move workflows Drag a workflow up or down, or onto a folder Import a workflow Click … next to Workflows → Import workflow Create a folder Click … next to Workflows → Create folder Multi-select workflows Mod+Click or Shift+Click workflows in the sidebarOpen in new tab Right-click a workflow → Open in new tab Rename a workflow Right-click a workflow → Rename Share a workflow Right-click a workflow → Manage access Lock a workflow Right-click a workflow → Lock Duplicate a workflow Right-click a workflow → Duplicate Export a workflow Right-click a workflow → Export Delete a workflow Right-click a workflow → Delete Rename a folder Right-click a folder → Rename Create workflow in folder Right-click a folder → Create workflow Create folder in folder Right-click a folder → Create folder Duplicate a folder Right-click a folder → Duplicate Export a folder Right-click a folder → Export Delete a folder Right-click a folder → Delete
Action How Preview Add a block Drag from the Add steps tab, or right-click the workflow builder → Add Block (Mod+K) Multi-select blocks Mod+Click additional blocks, or shift-drag to draw a selection boxCopy, cut, or paste blocks Mod+C, Mod+X, Mod+V, or right-click a block → Copy / Cut / Paste Duplicate blocks Right-click → Duplicate Delete blocks Delete or Backspace key, or right-click → Delete Rename a block Right-click → Rename , or click the pencil icon on the Configure tab Enable/Disable a block Right-click → Disable Lock/Unlock a block Right-click → Lock (Admin only) Quick block actions Select a block to show its toolbar: Run step , Disable , Lock , Duplicate , Delete Configure a block Select a block → use the Configure tab on the right
Action How Preview Create a connection Drag from an output handle to an input handle Delete a connection Click an edge to select it → Delete key Use output in another block Type < in an input field and pick a value, or drag a connection tag into the field
Action How Preview Search everything Mod+KWorkflow builder actions Right-click an empty part of the workflow builder: undo, redo, paste, Add Block , Auto-layout , Lock workflow , Fit to View , Search and replace , Open Run history , Open Variables , Open Chat Toggle manual mode Click the toggle button on a field to switch between manual entry and the selector Collapse/expand sidebar Click the collapse button on the sidebar
Action How Preview Run workflow Click Run or Mod+Enter Stop workflow Click Stop or Mod+Enter while running Test with chat Click the chat icon next to Run to open the test chat Select output to view Click Outputs in the test chat → select a block output Clear chat history Open the ⋮ menu in the test chat and clear the conversation Run from block Select a block → Run step , or right-click → Run from block Run until block Right-click a block → Run until block View execution logs Open the Logs panel at the bottom of the workflow builder Search, copy, download, or clear logs Use the icons at the top right of the Output pane in the Logs panel; Mod+D clears the logs Logs panel options Click … in the Logs panel → Structured view , Wrap text , or Open on run Open run history Mod+L, or right-click the workflow builder → Open Run history
Action How Preview Deploy a workflow Click Deploy in the toolbar Update deployment Click Update when the workflow has changed since the last deployment View deployment status Check the status badge (Draft or Deployed ) next to the workflow name Revert deployment Deploy modal → General → version menu (⋮ ) → Promote to live Add version description Deploy modal → General → version menu (⋮ ) → Add description Copy API endpoint Deploy modal → API → copy the cURL example
Action How Preview Add / Edit / Delete workflow variable Right-click the workflow builder → Open Variables Add environment variable Settings → Secrets → Add Reference a workflow variable Use <variable.name> syntax in block inputs Reference an environment variable Use {{ENV_VAR}} syntax in block inputs